Bruce Winder
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brucewinder.bsky.social
Bruce Winder
@brucewinder.bsky.social
11 followers 4 following 220 posts
Retail Analyst, Media Commentator, Author, Consultant, Speaker, Neurodiverse
Posts Replies Media Videos
brucewinder.bsky.social
Check out my @McDonalds detailed Q3 earnings call review & summary #retail #mcdonalds #qsr #foodservice #earnings #finance #WallStreet
brucewinderretail.substack.com/p/double-cli...
Double Click: McDonald's Corp. Q3 2025 Earnings Review & Commentary
Revenues up + 3%, Operating Income up + 5%, Net Income up + 1%. Challenges with lower-income consumer traffic in US market. Using Everyday Value Meals, Monopoly & Menu Innovation to build momentum.
brucewinderretail.substack.com
November 13, 2025 at 1:26 AM
brucewinder.bsky.social
I was interviewed in @globalnewsto about what we can expect this holiday season & if loyalty programs play a role in where we shop.
#retail #holiday2025 #loyalty

globalnews.ca/news/1151465...
Can loyalty and points programs help ease the pinch of holiday spending? - National | Globalnews.ca
Loyalty programs can be a good way for consumers to potentially save money during the holiday season, but experts say it's not as easy as just signing up.
globalnews.ca
November 8, 2025 at 7:02 PM
brucewinder.bsky.social
brucewinderretail.substack.com/p/double-cli...
Double Click: Shopify Inc. Q3 2025 Earnings Review & Commentary
Revenue up + 32%. Gross margin rate down to 49%. Operating Income up + 21%. Net Income down - 68%. Big focus on AI & Agentic Commerce. Share price down from recent peak.
brucewinderretail.substack.com
November 7, 2025 at 7:58 PM
brucewinder.bsky.social
Loblaw launched a 3 store pilot this week in Toronto called “pcogo” where PC Optimum members with 30,000 lifetime points can use their phone to tally up groceries as they shop & have a view to points collected.
#loblaw #grocery #convenience
www.ctvnews.ca/toronto/arti...
Loblaw launches ‘pcogo’ pilot at select Toronto No Frills grocery stores. What is it?
Loblaw is launching a fresh new grocery shopping experience at three of its downtown Toronto No Frills stores to save their customers time, but will they bite?
www.ctvnews.ca
November 7, 2025 at 2:30 PM
brucewinder.bsky.social
Check out my review & commentary on Amazon’s Q3 earnings: #retail #amazon #ecommerce #agenticai
brucewinderretail.substack.com/p/double-cli...
Double Click: Amazon Q3 2025 Earnings Review & Commentary
Building Capacity with approximately $ 125 Billion CAPEX for FY 2025. AWS up +20%. Faster Delivery & Rural Delivery with Amazon Stores. Perishables Expanding to 2,300 US Cities by end of 2025.
brucewinderretail.substack.com
November 5, 2025 at 3:54 PM
brucewinder.bsky.social
I listened to the Starbucks earnings call last week. See my summary & comments below. #retail #starbucks #qsr #finance
brucewinderretail.substack.com/p/double-cli...
Double Click: Starbucks Q4 & Fiscal 2025 Earnings Review & Commentary
Progress on the Top Line. Profits Down Considerably. Investing For Potential Turnaround through "Green Apron Service" standard & more Labor Hours.
brucewinderretail.substack.com
November 1, 2025 at 4:41 PM
brucewinder.bsky.social
I was interviewed on @CHCHNews Hamilton Friday regarding Halloween trends this year including inflation, shrinkflation & thrifting. See link below

www.chch.com/chch-news/ca...

#retail #halloween #inflation #shrinkflation
Canadian shoppers caught up in Halloween horror frenzy
It's that time of year again when ghosts, goblins, and ghouls take over the streets and Halloween fever sweeps across the nation.
www.chch.com
November 1, 2025 at 2:51 PM
brucewinder.bsky.social
Thanks to TheStreet for the quote via Yahoo Finance regarding regarding the US grocery industry #retail #grocery
finance.yahoo.com/news/142-old...
142-year-old grocery chain/supermarket closing 39 locations
In today's economy, consumers are being choosier about how they spend their money. That makes sense, given the way inflation and tariffs are driving costs up for just about everybody. Think about it t...
finance.yahoo.com
November 1, 2025 at 12:41 PM
brucewinder.bsky.social
Happy Halloween! Throwback from a few years ago when I was member of the “Sons of Retail” gang. We were also known as the “Men of Markdown”. #retail #halloween
October 31, 2025 at 12:56 PM
brucewinder.bsky.social
Check out my Levi’s Q3 earnings review & commentary #retail #levis
brucewinderretail.substack.com/p/double-cli...
Double Click: Levi Strauss & Co. Q3 2025 Earnings Review & Commentary
Strong net revenue growth driven by international, gross profit & net income up, off a challenging 2024 which included an impairment charge. Distribution transitioning to DTC & wholesale.
brucewinderretail.substack.com
October 30, 2025 at 3:32 PM
brucewinder.bsky.social
Zellers 3.0 is launching Thursday in North Edmonton with one store. I am very curious as to what price point & brand strategy they will employ and what the reaction from shoppers will be. I was on CTV News to discuss #retail #zellers #discount

www.ctvnews.ca/video/2025/1...
‘Zellers’ returns, but the chain will have to ‘earn its keep’ with Canadian customers: retail expert
Retail expert Bruce Winder says nostalgia and Canadiana may not be enough for previous customers to return if prices aren’t competitive.
www.ctvnews.ca
October 29, 2025 at 7:40 PM
brucewinder.bsky.social
Double Click: Tractor Supply Co. Q3 2025 Earnings Review & Commentary

👏 Great Q3 Results. Net sales were up + 7.2% to $ 3.72 billion, a record for Q3.

See my post below:

#retail #tractorsupplyco #rural #finance #q3earnings #wallstreet #profit

brucewinderretail.substack.com/p/double-cli...
Double Click: Tractor Supply Co. Q3 2025 Earnings Review & Commentary
Great Q3 Results. Profitable Rural Business Model. Financial Results Highly Subject to Weather Patterns.
brucewinderretail.substack.com
October 27, 2025 at 5:39 PM
brucewinder.bsky.social
Thanks for the interview!
October 27, 2025 at 2:36 PM
brucewinder.bsky.social
Mattel Inc. Q3 2025 Earnings Review & Commentary

See my note below:

brucewinderretail.substack.com/p/mattel-inc...

#mattel #toys
#entertainment
#barbie #hotwheels
#fisherprice #kpopdemonhunters
#frozen #disneyprincess
#finance #q3earnings
#retail
Mattel Inc. Q3 2025 Earnings Review & Commentary
US Tariffs Shifted Retailer Orders Later. Q3 Financials Down. Waiting on Consumer & Retailers to Drive Shipments Before Year End.
brucewinderretail.substack.com
October 24, 2025 at 2:59 PM
brucewinder.bsky.social
Was interviewed on CTV Atlantic Thursday regarding WestJet passengers now needing to upgrade seats to be able to recline. What’s next paying to use the washroom? #airlines #westjet #segmentation #tieredpricing
www.ctvnews.ca/atlantic/art...
‘It’s disheartening:’ WestJet to charge for reclined seats starting this month
WestJet passengers will soon notice changes to some flights, as the airline prepares to reconfigure 43 acquired aircrafts that are currently all-economy.
www.ctvnews.ca
October 24, 2025 at 12:47 PM
brucewinder.bsky.social
Thanks to Retail Insider for publishing my analysis on CPG vs. Canadian Grocer margins. #retail #food #packagedgoods #cpg #grocers #profitability

retail-insider.com/retail-insid...
Canadian grocery vs. global CPG - Who makes more profit & is it Changing?
Explore the grocery debate: Who profits more, grocers or consumer packaged goods companies? Discover the financial dynamics.
retail-insider.com
October 23, 2025 at 1:01 PM
brucewinder.bsky.social
Was in Vancouver last week and visited the popular Din Tai Fung North America restaurant. Great ambiance and sight lines. Massive space with incredible customer service. #retail #foodservice #restaurants #vibe #customerservice #layout
October 22, 2025 at 12:56 PM
brucewinder.bsky.social
Canadian Grocery vs. Global CPG - Who Makes More Profit & Is It Changing?

See note below:

#retail #grocery #cpg #fastmovingconsumergoods #margins #finance #price

brucewinderretail.substack.com/p/canadian-g...
Canadian Grocery vs. Global CPG - Who Makes More Profit & Is It Changing?
With Grocery Prices Going Up Again, One Must Ask: Which Party, Canadian Grocers or Big CPG Companies, Makes More Money & Who Is Growing Their Margins?
brucewinderretail.substack.com
October 20, 2025 at 4:40 PM
brucewinder.bsky.social
Thanks to this beautiful lady for saying “I do” 34 years ago today! Love you Karen.
October 19, 2025 at 3:50 PM
brucewinder.bsky.social
RIP Ace
October 16, 2025 at 10:46 PM
brucewinder.bsky.social
Thanks to NBC News for reaching out for research for this story on Halloween 2025 best deals! #retail #halloween #halloween2025 #value #inflation #promotions
www.today.com/video/hallow...
October 16, 2025 at 12:19 PM
brucewinder.bsky.social
Albertsons Companies Inc. 2nd Quarter Fiscal 2025 Earnings Review & Commentary

$ 750 Million Increase in Share Buybacks Drives Stock Price.

Pharmacy & Digital Driving Nominal Growth.

See my note below:

brucewinderretail.substack.com/p/albertsons...
Albertsons Companies Inc. 2nd Quarter Fiscal 2025 Earnings Review & Commentary
$ 750 Million Increase in Share Buybacks Drives Stock Price. Pharmacy & Digital Driving Nominal Growth. Productivity Initiatives In Play But How Will Top Line Grow?
brucewinderretail.substack.com
October 15, 2025 at 1:26 PM
brucewinder.bsky.social
Interviewed on 580 CFRA Ottawa Friday regarding Holiday 2025 & Halloween 2025 #retail #holiday2025 #halloween2025 #inflation #aiagents
omny.fm/shows/580-cf...
What you need to know about Halloween costs and the build up to holiday shopping season with analyst Bruce Winder - 580 CFRA
Patricia Boal is joined by retail analyst and author Bruce Winder with details on what might cost you more this Halloween season and setting expectations gearing up for the holiday shopping season wit...
omny.fm
October 11, 2025 at 2:43 PM
brucewinder.bsky.social
Was interviewed Friday on CTV News Ottawa Your Morning regarding the start of holiday shopping. It is also the final day of Amazon Canada ‘s Prime Big Deal Days. #retail #holiday2025 #value #aiagents #promotions #amazon #tariffs #privatelabel #Halloween2025
October 10, 2025 at 12:44 PM
brucewinder.bsky.social
Interviewed for this Now Toronto article on the thrifting market & how prices have risen over the last few years due to its popularity #retail #thrifting #supplyanddemand #value #vintage #environment
apple.news/A2Tapiw7eQ32...
Is thrifting still affordable in Toronto? Inside the economics of the city’s second-hand market — Now Toronto
Thrift shopping has long been where Toronto shoppers stretch a dollar, but more shoppers are noticing price tags that feel closer to retail than second-hand resale.
apple.news
October 9, 2025 at 1:08 PM